Product Update: Revamped Calxa Report Builder for Tailored Insights
In this product update webinar, discover the power of Calxa’s new Dynamic Report Builder. The revamped report builder gives you access to design your own tailored reports. Configure Actual, Budget, and Variance columns as you need them. Each column can be set with its own period and business unit, giving you a truly flexible reporting experience.
Stay tuned for stage two of this product enhancement when you will be able to add calculations to columns and a variety of repeating options to fast-track your build.
What You’ll Learn in this Product Update Webinar
Here the Calxa Product Team will show you how to leverage the new report builder to create the perfect report for your organisation. We will:
- Demonstrate how the new Dynamic Report Builder works in practice
- Show you how to configure different column types
We will also provide a sneak peek at stage two of the reporting enhancements planned for next month. This will include advanced features like:
- Grouping columns for improved presentation
- Repeating groups to simplify multi-period and multi-business unit comparison analysis
Join us to see how this improved way of building reports will transform the way you work in Calxa.
Who Should Attend this Product Update Webinar
You will enjoy this webinar, if you want to learn how to build reports from scratch to match your specific needs.
This product update webinar is ideal for financial managers, accountants, and anyone responsible for delivering management reports. If you’re looking to enhance organisational reports then this session is for you.
- Calxa Customers
- Users currently trialling Calxa
- Finance Managers
- Accounting Professionals that want to use Calxa to plan ahead with their clients
About Product Update Webinars
You will find these free Web Chats interactive webinars that drill into an advanced topic around cash flow forecasting, group consolidations, budgeting, KPI and management reporting. For your convenience, these sessions are held monthly and are presented by one of our specialists. Attendees are invited to send through their questions and participate during the Q&A session.
If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Webinars to see what topics are going to be discussed.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central and NetSuite.
The professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets, tracking of cost centre performance and consolidation of multiple companies. Good financial reporting will help your organisation and key stakeholders make better decisions.
We understand people learn in different ways. Therefore, we provide you with various learning options.
- Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
- Join us for our weekly and monthly live webinars. You can register here.
- If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
- Or book an onboarding session with our support team to ask those questions important to you.
Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.